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| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY6+ years Filed as: METROPOLITAN LIFE INSURANCE CO. Service code 65 · EIN 13-5581829 | Account Maintenance | $18,031 |
USI CONSULTING GROUP6+ years Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Claim... | $11,193 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,767 | $66,813+53.8% | $100,516+2.2% | $73,488+39.8% |
| Participation rate | 86.8% | 77.5%+9.4pp | 79.4%+7.4pp | 70.7%+16.1pp |
| Annual return | 14.53% | 25.70%-11.2pp | 30.89%-16.4pp | 28.51%-14.0pp |
| Employer contribution / active EE | $336 | $2,147-84.4% | $3,418-90.2% | $2,270-85.2% |
| Participant deferral / active EE | $2,793 | $5,883-52.5% | $6,270-55.4% | $3,740-25.3% |
| Admin fee / account holder | $172 | $512-66.4% | $8,081-97.9% | $513-66.5% |